MAXI vs. O
MAXI (Simplify Bitcoin Strategy PLUS Income ETF) is Cryptocurrency fund actively managed by Simplify, while O (Realty Income Corporation) is a stock. Over the past 3 years, MAXI returned 10.98%/yr vs 5.05%/yr for O. At a 0.08 correlation, their price movements are largely independent.
Performance
MAXI vs. O - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MAXI achieves a -35.86% return, which is significantly lower than O's 9.20% return.
MAXI
- 1D
- -1.94%
- 1M
- -19.20%
- YTD
- -35.86%
- 6M
- -37.09%
- 1Y
- -57.63%
- 3Y*
- 10.98%
- 5Y*
- —
- 10Y*
- —
O
- 1D
- -0.54%
- 1M
- -2.44%
- YTD
- 9.20%
- 6M
- 9.80%
- 1Y
- 11.23%
- 3Y*
- 5.05%
- 5Y*
- 3.72%
- 10Y*
- 4.56%
MAXI vs. O - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
MAXI Simplify Bitcoin Strategy PLUS Income ETF | -35.86% | -28.59% | 92.92% | 144.12% | -13.34% |
O Realty Income Corporation | 9.20% | 12.20% | -2.11% | -4.55% | 11.24% |
Correlation
The correlation between MAXI and O is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2022 | 0.08 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MAXI vs. O — Risk / Return Rank
MAXI
O
MAXI vs. O - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Simplify Bitcoin Strategy PLUS Income ETF (MAXI) and Realty Income Corporation (O). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MAXI | O | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.53 | ||
| Sortino ratioReturn per unit of downside risk | -2.32 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.12 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | -0.85 | 0.95 | -1.79 |
| Martin ratioReturn relative to average drawdown | -1.30 | 2.23 | -3.53 |
Loading charts...
Drawdowns
MAXI vs. O - Drawdown Comparison
The maximum MAXI drawdown since its inception was -68.91%, which is greater than O's maximum drawdown of -48.45%. Use the drawdown chart below to compare losses from any high point for MAXI and O.
Loading charts...
Drawdown Indicators
| MAXI | O | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.91% | -48.45% | -20.46% |
Max Drawdown (1Y)Largest decline over 1 year | -68.91% | -11.10% | -57.81% |
Max Drawdown (3Y)Largest decline over 3 years | -68.91% | -26.49% | -42.42% |
Max Drawdown (5Y)Largest decline over 5 years | — | -34.48% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.28% | — |
Current DrawdownCurrent decline from peak | -67.49% | -9.66% | -57.83% |
Average DrawdownAverage peak-to-trough decline | -19.30% | -9.20% | -10.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 44.94% | 4.70% | +40.24% |
Volatility
MAXI vs. O - Volatility Comparison
Simplify Bitcoin Strategy PLUS Income ETF (MAXI) has a higher volatility of 12.91% compared to Realty Income Corporation (O) at 5.70%. This indicates that MAXI's price experiences larger fluctuations and is considered to be riskier than O based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MAXI | O | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.91% | 5.70% | +7.21% |
Volatility (6M)Calculated over the trailing 6-month period | 44.45% | 12.21% | +32.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 65.18% | 16.44% | +48.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 63.64% | 18.92% | +44.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 63.64% | 25.65% | +37.99% |
Dividends
MAXI vs. O - Dividend Comparison
MAXI's dividend yield for the trailing twelve months is around 68.81%, more than O's 5.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MAXI Simplify Bitcoin Strategy PLUS Income ETF | 68.81% | 49.00% | 32.06% | 29.63% | 4.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
O Realty Income Corporation | 5.37% | 6.19% | 5.37% | 5.33% | 4.68% | 3.87% | 4.51% | 3.69% | 4.19% | 4.45% | 4.18% | 4.41% |
Frequently Asked Questions
MAXI and O have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MAXI has higher volatility (12.91%) compared to O (5.70%). In terms of maximum drawdown, MAXI dropped -68.91% vs O's -48.45%.
O currently has the higher Sharpe Ratio (0.64 vs -0.90), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for MAXI and O
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer